Estate

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

The Bureau of Economic Analysis, the official scorekeeper for US GDP, recently announced that real GDP for the US economy decreased at an annualized pace of 4.8% during the first quarter of 2020. As we all know, the second quarter is...

We are excited to announce our latest way to communicate with you, our podcast, A Wealth of Advice. As a firm that believes in meeting our clients where they are, with advice they crave, we decided last year to launch a podcast. A...

In a recent post (“What Gives?”) I offered one potential explanation as to why the S&P 500 is within shouting distance of its all-time high while the economic environment remains so clearly poor. The argument was that...

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